KDDI is Japan's second-largest mobile carrier with a diversifying business that spans financial services (au PAY), satellite (Starlink partnership), and enterprise IoT. 5G monetisation through enterprise fixed-wireless is gaining traction. Dividend yield of ~3.5% and consistent buyback make it an income play. Growth limited by domestic mature market dynamics.
Thesis reviewed May 29, 2026
KDDI Corporation is headquartered in Japan, which is currently showing moderate signals.
🇯🇵Japan64NEUTRALView Japan risk detail →📡Telecom27NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ERIC | Telefonaktiebolaget LM Ericsson | 32 | +5% | ↑1% | EARLY |
| ORAN | Orange S.A. | 32 | +1% | ↑1% | NEUTRAL |
| VOD | Vodafone Group PLC | 32 | +9% | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 32 | +1% | ↑1% | NEUTRAL |
| AMOV | América Móvil S.A.B. de C.V. | 32 | +9% | ↑1% | EARLY |
| TEF | Telefónica, S.A. | 32 | 0% | ↑1% | NEUTRAL |
| T | AT&T Inc. | 32 | +2% | ↑1% | NEUTRAL |
Investors who hold 9433.T may also have indirect exposure through these country funds.
KDDI au PAY app crosses 50M registered users; fintech revenue +18% YoY
KDDI-SpaceX Starlink partnership expands to maritime and aviation segments
5G enterprise contracts with manufacturing clients +32% YoY
Estimates · Yahoo Finance · Not audited figures